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Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.

The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.

Industry groups see the new AML requirements as unnecessarily redundant and burdensome on small firms.

Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.

Robert Sheen is the founder and CEO of Trusaic.

Leading wealthtech innovator Brian McLaughlin said he's stepping down as president of Orion Advisor Tech next month.

Karen Buck is executive vice president and chief administrative officer of EagleBank. Her most recent roles include executive vice president — director of operations/contact center at Flagstar Bank in Michigan and executive vice president — commercial, retail/payment operations at TD Bank. Ms. Buck earned a Bachelor of Science with a concentration in finance and Spanish from La Salle University in Philadelphia. She has been recognized by South Jersey Biz Magazine as one of the 25 Women to Watch, NJBIZ Journal as one of the Best 50 Women in Business, the American Banker Most Powerful Women Team Award and Crain's Detroit 100 Most Influential Women.

Atty Bruggemann, Esq. is a partner at Dimopoulos Bruggemann P.C., a matrimonial and family law firm based in Westchester County, New York that specializes in high-net-worth divorces.

Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.

Brian O'Connell is an analyst at insuranceQuotes.com, which publishes in-depth studies, data and analysis related to auto, home, health, life and business insurance. In his role as analyst, Brian studies the insurance industry in order to provide trusted tips, advice and insights. A former Wall Street trader, he is the author of the books "CNBC's Creating Wealth" and "The Career Survival Guide." His commentary appears regularly on major media platforms like Fox Business, U.S. News, The Motley Fool, TheStreet.com and many others.